FGAM
FEGE

Financial Gravity Asset Management’s First Eagle Global Equity ETF FEGE Stock Holding History

Financial Gravity Asset Management’s Portfolio FEGE Stock Details FEGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$39.4K Sell
838
-1,851
-69% -$90.2K 0.01% 336
2025
Q4 		$124K Sell
2,689
-12,123
-82% -$547K 0.02% 160
2025
Q3 		$655K Buy
+14,812
New +$621K 0.13% 80

Other funds holding FEGE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Gravity Asset Management's FEGE Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its First Eagle Global Equity ETF (FEGE) stake by 69% in Q1 2026, selling an estimated $90.2K and leaving 838 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #336.

Financial Gravity Asset Management first reported a position in FEGE in Q3 2025 and has held it in 3 quarters since. The position peaked at $655K in Q3 2025. 177 funds tracked by Wall St. Rank hold FEGE as of Q1 2026.

  • Financial Gravity Asset Management held 838 shares of First Eagle Global Equity ETF worth $39.4K as of Q1 2026.
  • Financial Gravity Asset Management sold 1,851 First Eagle Global Equity ETF shares in Q1 2026, an estimated $90.2K.
  • First Eagle Global Equity ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #336 holding.
  • Financial Gravity Asset Management first reported a position in First Eagle Global Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's First Eagle Global Equity ETF position peaked at $655K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held First Eagle Global Equity ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.